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$134.5 Million From a Court, $1 Billion Off the Forecast: Lululemon’s Earnings Beat Did Not Come From Customers
On Thursday evening Lululemon reported quarterly earnings of $2.92 a share. Analysts had modelled $1.82. That is a 60 percent...
$230 Million Short, $51 Billion Gone: Broadcom Now Guarantees the Supply — and the Money That Pays for It
Broadcom reported the best quarter in its history after Wednesday’s close: revenue of $29.59 billion, up 86 percent, of which...
Profit up 3.5x, Free Cash Flow up 0.2%: Why Dell’s Record Quarter Is Sitting in the Warehouse
Dell Technologies closed at $425.00 on Tuesday, 1 September, down 6.8 percent on the third losing session in a row....
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Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Bank Cheque Is Bigger Than the Airline Profit: What Blackstone Actually Bought in Aeroplan
In January 2019, Air Canada bought its own frequent flyer programme back. The cash price was 450 million Canadian dollars.…
- One Fifth of the Money Earns Nearly All the Profit: What 176 Billion Dollars of Float Really Cost
Berkshire Hathaway ended 2025 carrying roughly 176 billion dollars of insurance float — money policyholders have paid in that belongs…
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